Core Viewpoint - The acquisition plan by GoerTek, a major player in the Apple supply chain, to acquire Mia Precision Technology and Changhong Industrial for HKD 10.4 billion has been officially terminated due to the inability to reach consensus on key terms between the parties involved [2][4][5]. Summary by Sections Acquisition Termination - GoerTek announced on October 17 that it would terminate the acquisition of 100% equity in Mia Precision Technology and Changhong Industrial, which was initially announced on July 23 [2][4]. - The termination was attributed to the failure of both parties to agree on critical transaction terms, leading to a decision to protect the interests of the company and its shareholders [4][5]. Financial Impact - Following the announcement of the acquisition termination, GoerTek's stock price fell by 5.08% on October 17 and further declined by 2.53% on October 20 [2]. - The termination of the acquisition is expected to delay GoerTek's efforts to enhance its scale and profitability in the precision components sector [2]. Historical Context - GoerTek faced significant challenges in the past, including a nearly 60% drop in net profit in 2022 after losing a major order from Apple due to production issues [2][7]. - The company has been striving to recover from this setback, with its net profit rebounding by 144.93% in 2022, although it still faces fluctuations in performance [7][9]. Business Strategy - GoerTek has been focusing on a customer-oriented strategy, with its top five clients accounting for 88.57% of total sales in 2024 [8]. - The company aims to diversify its revenue streams, particularly in the precision components business, which has shown growth potential despite being the smallest segment [11][12]. Future Prospects - The precision components business, which includes products like micro speakers and optical devices, is seen as a potential growth engine for GoerTek [12][13]. - Despite recent setbacks, GoerTek continues to invest in expanding its capabilities in the XR (extended reality) sector, collaborating with major companies to develop new technologies [14].

证券代码：002241 证券简称：歌尔股份 公告编号：2025-104 歌尔股份有限公司 （二）审议通过《关于向激励对象授予股票期权的议案》 第六届监事会第二十八次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 歌尔股份有限公司（以下简称"公司"）第六届监事会第二十八次会议（以下简 称"本次会议"）通知于 2025 年 10 月 20 日以电子邮件方式发出，于 2025 年 10 月 20 日以通讯表决方式召开，本次会议为紧急会议。会议应出席监事 3 人，实际出席 监事 3 人，监事会主席冯蓬勃先生主持会议。本次会议符合有关法律、法规及《歌 尔股份有限公司章程》（以下简称"《公司章程》"）的规定，会议合法有效。 一、监事会会议审议情况 经与会监事表决，形成如下决议： （一）审议通过《关于调整公司 2025 年股票期权激励计划激励对象及数量的 议案》 由于公司 2025 年股票期权激励计划（以下简称"本次激励计划"）中 330 名激 励对象工作变更或离职等原因，已不再满足成为本次激励计划激励对象的条件，根 据《上市公司股权激励管理办法》《歌尔股份有 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-103 歌尔股份有限公司 第六届董事会第三十四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 歌尔股份有限公司（以下简称"公司"）第六届董事会第三十四次会议（以 下简称"本次会议"）通知于 2025 年 10 月 20 日以电子邮件方式发出，于 2025 年 10 月 20 日以通讯表决方式召开，本次会议为紧急会议。公司董事长姜滨先生 主持会议，会议应出席董事 7 名，实际出席董事 7 名。本次会议符合有关法律、 法规及《歌尔股份有限公司章程》的规定，会议合法有效。公司监事冯蓬勃先生、 徐小凤女士、魏文滨先生及董事会秘书徐大朋先生列席了本次会议。 一、董事会会议审议情况 经审议，形成如下决议： 1、审议通过《关于调整公司 2025 年股票期权激励计划激励对象及数量的 议案》 公司 2025 年股票期权激励计划（以下简称"本次激励计划"）中 330 名激励 对象因工作变更或离职等原因，已不再满足成为本次激励计划激励对象的条件。 根据《上市公司股权激励管理办法》《歌尔股份有限公司 20 ...

北京市天元律师事务所 关于歌尔股份有限公司 2025 年股票期权激励计划调整及授予事项的 法律意见 北京市天元律师事务所 北京市西城区金融大街 35 号国际企业大厦 A 座 509 单元 邮编：100033 京天股字（2025）第 459-1 号 致：歌尔股份有限公司 根据北京市天元律师事务所（以下简称"本所"）与歌尔股份有限公司（以 下简称"公司"或"歌尔股份"）签订的《委托协议》，本所担任本次公司 2025 年股票期权激励计划（以下简称"激励计划"或"本次激励计划"）相关事宜的 专项中国法律顾问，为公司本次激励计划调整激励对象及授予数量（以下简称"本 次调整"）以及向激励对象授予股票期权（以下简称"本次授予"或"授予"）的 有关事宜出具法律意见。 本所及经办律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办 法》（以下简称"《管理办法》"）、《深圳证券交易所上市公司自律监管指南第 1 号——业务办理》《律师事务所从事证券法律业务管理办法》等法律、法规和中 国证券监督管理委员会（以下简称"中国证监会"）的有关规定及本法律 ...

歌尔股份有限公司 2025 年股票期权激励计划激励对象名单 （授予日） 一、激励对象拟获授的股票期权分配情况 | 姓名 | 职务 | 获授的股票期权数量 | 占授予股票期权总数的 | | --- | --- | --- | --- | | | | (万份) | 比例 | | 公司及子公司重要管理骨干、业务骨干 （5,972 人） | | 5,971.652 | 100% | | 合计 | | 5,971.652 | 100% | | 序号 | 姓名 | 职务 | 序号 | 姓名 | 职务 | | --- | --- | --- | --- | --- | --- | | 67 | 张刚 | 业务骨干 | 3053 | 李学 | 业务骨干 | | 68 | 李明 | 业务骨干 | 3054 | 孙梓 | 业务骨干 | | 69 | 张晓娟 | 业务骨干 | 3055 | 尹光远 | 业务骨干 | | 70 | 邵珠国 | 管理骨干 | 3056 | 宋振旭 | 业务骨干 | | 71 | 古全永 | 业务骨干 | 3057 | 高德波 | 业务骨干 | | 72 | 张金宝 | 业务骨干 | 3058 | 刘登 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 歌尔股份有限公司（以下简称"公司"）第六届董事会第三十四次会议及第六届 监事会第二十八次会议审议通过了《关于向激励对象授予股票期权的议案》，同意 向2025年股票期权激励计划（以下简称"本次激励计划"）5,972名激励对象授予股票 期权5,971.652万份，行权价格为22.21元/股。相关事项说明如下： 一、本次激励计划简述及已履行的相关审批程序 （一）本次激励计划简述 1、本次激励计划所采用的激励形式为股票期权，其股票来源为公司向激励对象 定向发行新股。 | 激励对象 | | | 拟授予的期权数量（万份） | 占本次授予总额的比例 | | --- | --- | --- | --- | --- | | 管理及业务骨干人员 | 5,972 | 人 | 5,971.652 | 100% | 2、本次激励计划授予的股票期权分配情况如下： 证券代码：002241 证券简称：歌尔股份 公告编号：2025-106 歌尔股份有限公司 关于向激励对象授予股票期权的公告 3、行权价格 本次激励计划的股票期权行权价格为22.21 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-105 歌尔股份有限公司 关于调整 2025 年股票期权激励计划激励对象名单 及数量的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 歌尔股份有限公司(以下简称"公司")于 2025 年 10 月 20 日召开了第六届董事会 第三十四次会议及第六届监事会第二十八次会议，审议通过了《关于调整公司 2025 年股票期权激励计划激励对象及数量的议案》。现将有关事项公告如下： 一、2025 年股票期权激励计划已履行的相关审批程序 1、2025 年 5 月 8 日，公司召开了第六届董事会第二十六次会议，审议通过了 《关于审议<歌尔股份有限公司 2025 年股票期权激励计划（草案）及其摘要>的议 案》《关于审议<歌尔股份有限公司 2025 年股票期权激励计划实施考核管理办法>的 议案》《关于提请股东大会授权董事会办理 2025 年股票期权激励计划相关事宜的议 案》，第六届监事会第二十一次会议审议通过了相关议案，并对 2025 年股票期权激 励计划（以下简称"本次激励计划"）激励对象名单发表了审核意见。北 ...

监事会关于 2025 年股票期权激励计划相关调整事项及 授予事宜的审核意见 歌尔股份有限公司 4、本次激励计划规定的股票期权授予条件已成就，监事会同意以 2025 年 10 月 20 日为本次激励计划的授予日，向符合授予条件的 5,972 名激励对象授予股票期 权 5,971.652 万份。 歌尔股份有限公司监事会 二○二五年十月二十日 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）等有关法律、 行政法规、部门规章、规范性文件以及《歌尔股份有限公司章程》的有关规定，歌 尔股份有限公司（以下简称"公司"）监事会对公司 2025 股票期权激励计划（以下 简称"本次激励计划"）相关调整事项及授予事宜进行了认真核查，并发表如下审核 意见： 1、本次激励计划中 330 名激励对象因工作变更或离职等原因，已不再满足成为 本次激励计划激励对象的条件，本次激励计划激励对象总数由 6,302 人调整至 5,972 人，拟授予激励对象的股票期权总数由 6,806 万份调整为 5,971.652 万份。 2、公司对本次激励计划激励对象及数量的调整，符合《管理办法》等法律法规 及《歌尔股份有限公司 2025 年股票期权 ...

Group 1 - Company Silan Microelectronics plans to invest 20 billion yuan in the construction of a 12-inch high-end analog integrated circuit chip manufacturing production line project, with a total planned capacity of 45000 wafers per month [1] - The project will be implemented in two phases, aiming to achieve an annual production capacity of 540000 wafers after completion [1] Group 2 - Nvidia CEO Jensen Huang will attend the APEC Business Leaders Summit in South Korea and is expected to meet with executives from Samsung and SK Hynix to discuss high bandwidth memory supply and AI collaboration opportunities [2] - Huang stated that Nvidia's market share in high-end chips in China has dropped from 95% to 0% due to U.S. export controls, and he hopes to return to the Chinese market [3] Group 3 - China's meteorological sounding system has upgraded to the Beidou sounding system, achieving over 99% accuracy in atmospheric observation data, marking a significant advancement in high-altitude meteorological observation [6] - The Beidou sounding system has established 353 receiving stations nationwide, with 131 sounding stations accounting for 12% of the global total [6] Group 4 - The user base for generative AI in China reached 515 million by June 2025, with a penetration rate of 36.5%, showing significant growth in the user demographic [7] - Over 90% of users prefer domestic AI models, and China leads the world in AI patent applications, accounting for 38.58% of the global total [7] Group 5 - Cambrian Technology reported a third-quarter revenue of 1.727 billion yuan, a year-on-year increase of 1332.52%, and a net profit of 567 million yuan [8] - The company’s revenue for the first three quarters reached 4.607 billion yuan, with a year-on-year growth of 2386.38% [8] Group 6 - GoerTek announced the termination of a planned acquisition of Mega Precision Technology and Channel Well Industrial for approximately 10.4 billion HKD due to a lack of agreement on key terms [9] - The termination was mutually agreed upon and will not adversely affect the company's financial performance [9] Group 7 - Amsung Electronics signed a strategic cooperation agreement with Sichuan Development Leading Capital to promote high-quality development in aerospace and satellite industries [10] - The collaboration aims to optimize market strategies and explore new opportunities in various sectors, including communication navigation and satellite internet [10] Group 8 - Hanwei Technology plans to acquire a 25.699% stake in Chongqing Stabao for approximately 27.98 million yuan and will also invest 18 million yuan for further capital increase [11] - After the transaction, Hanwei will hold 35.39% of Stabao, which has established the first domestic production line for 10 million film platinum temperature-sensitive chips annually [12] Group 9 - Jingwei Technology intends to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [13] - The acquisition is expected to create significant synergies with Jingwei's recent strategic layout in the semiconductor sector [13] Group 10 - Yitian Intelligent has established a fund that has acquired 77.4% of a company specializing in AI computing power services, with related orders amounting to 10-11 billion yuan [14] - The fund's total size is 2 billion yuan, with Yitian and its affiliates contributing 998 million yuan [14] Group 11 - Hikvision reported a 14.94% year-on-year increase in net profit for the first three quarters, reaching 9.319 billion yuan, with total revenue of 65.758 billion yuan [15] - The third-quarter revenue was 23.94 billion yuan, reflecting a 0.66% year-on-year growth [15] Group 12 - Jingjia Micro signed a strategic cooperation agreement with Jilin University Zhengyuan to develop integration solutions for its GPU products [16] - The collaboration will focus on optimizing compatibility and computing power scheduling for security and virtualization products [16] Group 13 - Yongmota signed a strategic cooperation framework agreement with a leading humanoid robot company to jointly develop cost-effective intelligent robot actuators and joint components [17] - The agreement aims to leverage both parties' strengths to explore deeper collaboration in the robotics field [17]

Group 1: Technology Updates - Microsoft announced a major update for Windows 11, introducing AI features that allow users to interact with devices using voice commands and integrate Copilot into the taskbar [2] - Apple CEO Tim Cook revealed that Apple Intelligence is working to enter the Chinese market, emphasizing the transformative potential of AI in people's lives [3] Group 2: Corporate Actions - GoerTek announced the termination of its planned acquisition of two subsidiaries of Lianfeng Commercial Group due to failure to reach agreement on key terms [4] - UBTECH Robotics secured a contract worth 126 million yuan for the procurement and installation of intelligent data collection and testing center equipment [5] - Silan Microelectronics plans to invest 20 billion yuan in a 12-inch high-end analog integrated circuit chip manufacturing line, aiming for a production capacity of 540,000 pieces annually [5] - Mu Xi Integrated Circuit (Shanghai) Co., Ltd. is set to undergo a listing review on October 24, focusing on high-performance GPU chips for various applications [6] - WeRide Inc. has passed the listing hearing for a secondary listing on the Hong Kong Stock Exchange [7] Group 3: Financing and Investments - Tianbing Technology initiated its IPO process, focusing on the development of liquid rocket engines and launch vehicles [9] - Yidao Information plans to acquire 100% equity of Langguo Technology and Chengwei Information, enhancing its capabilities in smart education and IoT [10] - Jingwei Huikai intends to acquire 100% equity of Zhongxing System for 850 million yuan, entering the private network communication sector [11] - AI video company Aishi Technology completed a 100 million yuan B+ round financing, reporting an annual recurring revenue of over 40 million USD [12]